CONSIDERATIONS FOR TEMPLATE INVOICING
- Projects that are invoiced using templated invoices require only the AP Config field to be populated on the project.
SCHEDULE THE TEMPLATE BILLING JOB
- From the Setup menu navigate to Custom Code > Apex Classes.
- Click the Schedule Apex button.
- Create a batch job that will run the Template Invoicing.
- Enter “Template Invoice Job” as the Job Name.
- Select “ArrowScheduleTemplatedInvoices” as the Apex Class.
- Set the schedule for the frequency of the job to Weekly, recurring every day of the week.
- Set the Start Date and End Date as today and a date far into the future, relatively.
- Set a Start Time for when the job should run to produce templated invoices for the organization.
- Click Save.
See Also
Setup time and material invoicing
Setup retainer invoicing
Setup billing event invoicing
Setup manual invoicing
Supporting Salesforce Docs
Schedule apex jobs